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Company settings

Published

Settings → General holds the two things that apply to your whole company, whatever warehouse you are standing in.

General settings, with the company name and the numbering formats

This is the name on your account. It appears on the documents Fiftify prints — packing slips, delivery slips, purchase orders — so it should be the name your customers and suppliers recognise, not an internal shorthand.

Every document Fiftify creates gets a number, and this table decides what those numbers look like:

TypeExample formatWhat it numbers
Sales OrderSO-{0000}Orders, however they arrive
Purchase OrderPO-{0000}What you order from suppliers
TransferTR-{0000}Stock moved between warehouses
ReplenishmentRP-{0000}Top-ups from bulk to a pick face
Cycle CountCC-{0000}Counts of a set of bins
PalletPLT-{0}Pallets
Tote{name}-{0}Totes

The Next # column shows the number the next document of that type will get.

{0000} is a counter padded to four digits — SO-0001, SO-0002, and so on up to SO-9999 and beyond. {000} pads to three, and {0} is the same counter with no padding at all. A format can also carry the date: {YYYY} for the four-digit year, {YY} for two, and {MM} for the month. PO-{YYYY}-{0000} produces PO-2026-0001.

Anything outside the braces is copied through as typed, which is where the SO- and PO- prefixes come from.

Select a row to edit it. A change applies to documents created afterwards; numbers already issued stay as they are, because they are printed on paper and quoted in emails.

Two habits worth keeping:

  • Keep the prefixes distinct. SO- and PO- next to each other on a screen should never be mistakable for one another.
  • Do not reuse numbers. If you lower the counter, Fiftify will happily issue a number that already exists, and two different documents will answer to it.

Tote numbering is the odd one out: {name}-{0} builds the code from the tote name you type plus a counter, so a batch of totes named TOTE comes out as TOTE-1, TOTE-2, TOTE-3.